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Dai-ichi Life Insurance Company’s J.M. Smucker SJM Stock Holding History

Dai-ichi Life Insurance Company’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,284
Closed -$1.8M – 474
2024
Q1 		$1.8M Sell
14,284
-4,321
-23% -$547K 0.04% 311
2023
Q4 		$2.35M Sell
18,605
-29,891
-62% -$3.46M 0.05% 281
2023
Q3 		$5.96M Sell
48,496
-4,554
-9% -$647K 0.13% 149
2023
Q2 		$7.83M Hold
53,050
– – 0.16% 117
2023
Q1 		$8.35M Buy
53,050
+9,774
+23% +$1.48M 0.18% 106
2022
Q4 		$6.86M Buy
43,276
+174
+0.4% +$25.9K 0.16% 130
2022
Q3 		$5.92M Hold
43,102
– – 0.15% 135
2022
Q2 		$5.52M Sell
43,102
-28,002
-39% -$3.73M 0.12% 152
2022
Q1 		$9.63M Hold
71,104
– – 0.15% 133
2021
Q4 		$9.66M Hold
71,104
– – 0.12% 142
2021
Q3 		$8.54M Sell
71,104
-848
-1% -$108K 0.11% 146
2021
Q2 		$9.32M Buy
71,952
+46,541
+183% +$6.18M 0.12% 155
2021
Q1 		$3.21M Sell
25,411
-2,335
-8% -$276K 0.04% 278
2020
Q4 		$3.21M Buy
27,746
+9,656
+53% +$1.12M 0.05% 256
2020
Q3 		$2.09M Buy
18,090
+5,274
+41% +$588K 0.04% 303
2020
Q2 		$1.36M Buy
12,816
+871
+7% +$97.9K 0.03% 338
2020
Q1 		$1.33M Sell
11,945
-20,545
-63% -$2.2M 0.05% 317
2019
Q4 		$3.38M Sell
32,490
-18,792
-37% -$1.99M 0.08% 251
2019
Q3 		$5.64M Buy
51,282
+1,571
+3% +$175K 0.13% 176
2019
Q2 		$5.73M Buy
49,711
+5,083
+11% +$621K 0.14% 164
2019
Q1 		$5.2M Buy
44,628
+1,453
+3% +$152K 0.13% 181
2018
Q4 		$4.04M Buy
43,175
+23,135
+115% +$2.42M 0.11% 201
2018
Q3 		$2.06M Hold
20,040
– – 0.04% 323
2018
Q2 		$2.15M Hold
20,040
– – 0.05% 314
2018
Q1 		$2.48M Hold
20,040
– – 0.05% 287
2017
Q4 		$2.49M Sell
20,040
-629
-3% -$69.9K 0.05% 285
2017
Q3 		$2.17M Hold
20,669
– – 0.05% 308
2017
Q2 		$2.45M Buy
20,669
+1,500
+8% +$190K 0.05% 276
2017
Q1 		$2.51M Sell
19,169
-11,526
-38% -$1.57M 0.07% 264
2016
Q4 		$3.93M Buy
+30,695
New +$3.98M 0.12% 203

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dai-ichi Life Insurance Company's SJM Position: Q2 2024 in Review

Dai-ichi Life Insurance Company sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 14,284 shares — an estimated $1.8M sold.

Dai-ichi Life Insurance Company first reported a position in SJM in Q4 2016 and held it in 30 quarters. The position peaked at $9.66M in Q4 2021. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Dai-ichi Life Insurance Company reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Dai-ichi Life Insurance Company sold 14,284 J.M. Smucker shares in Q2 2024, an estimated $1.8M.
  • Dai-ichi Life Insurance Company first reported a position in J.M. Smucker in Q4 2016 and held it in 30 quarters.
  • Dai-ichi Life Insurance Company's J.M. Smucker position peaked at $9.66M in Q4 2021.
  • 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Dai-ichi Life Insurance Company's 13F filing for Q2 2024, filed 8 Aug 2024.